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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,363 | $92,707-64.0% | $82,726-59.7% | $134,493-75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.62% | 945.12%-967.7pp | 701.33%-724.0pp | 418.01%-440.6pp |
| Employer contribution / active EE | $8,850 | $3,274+170.3% | $3,009+194.1% | $4,740+86.7% |
| Participant deferral / active EE | $8,304 | $4,801+73.0% | $4,394+89.0% | $6,400+29.8% |
| Admin fee / account holder | $0 | $5,980-100.0% | $5,328-100.0% | $11,425-100.0% |